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Overview

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The Open Items list shows all posted transactions, including invoices, credits, payments, and miscellaneous debits and credits.

Each open item starts with a balance equal to its value. Open items can be allocated against each other - for example, an open payment can be allocated against an open invoice - and the balance of each item is adjusted accordingly. When an item is fully paid and allocated, it is no longer outstanding in the open items list for that card.

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Viewing open items

  1. In the navigation pane, click Relationships then Open Items.
  2. Use the filter in the Home ribbon to view items of particular types:

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